The New Hub: Home For All of Your Investment Needs

Aptus has a new look, new logo, new site, and new faces. We’ve had a focused energy to update these things to provide the clearest picture of who we are.

We believe options-based strategies and real relationships will add objective value to portfolio outcomes. It was time for a refresh in how we communicate that value.

The Logo

We believe options are compelling in their ability to help us defend against left tails (large drawdowns) while simultaneously onboarding more stocks within allocations. This shift should lead to higher compounded returns. That’s good for your clients, your business, and hopefully ours!

Education around options is mission critical for us and a big driver behind our logo update.

The points of the Aptus “A” represent the Three Cs of options. If we are going to provide portfolios that are better in the tails – we will need all three: The Three Cs

The Investment Hub

Speaking of education…wait until you see the new site.

The Aptus Investment Hub puts our work in one collaborative place. Our models and model performance, manager and stock research, and option overlays sit beside the market dashboard, our commentary, and the Quarterly Market Update.

When you’re preparing for a client or prospect meeting, the quarterly chartbook, client proposals, and client and prospect reviews are there too. Instead of hunting across links, you start at one page and find the thinking behind each recommendation, in a form you can explain to your client without us in the room.

At Your Service

Better in the tails…that’s what we aim to be.

Please check out the new site and the 3 Cs paper and let us know what you think!

We will continue to build and work to improve the services and relationship we provide. We are thankful for your trust. If you have any questions at all, please reach out.

Disclosures

Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward looking statements cannot be guaranteed. Hypothetical examples are for illustrative purposes only, do not reflect the deduction of fees or expenses, and are not indicative of any actual investment result.  

Conceptual Illustration: Information presented in the above charts are for illustrative purposes only and should not be interpreted as actual performance of any investor’s account. As these are not actual results and completely assumed, they should not be relied upon for investment decisions. Actual results of individual investors will differ due to many factors, including individual investments and fees, client restrictions, and the timing of investments and cash flows.   

This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.  

Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm’s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama. ACA 2611-7.